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Working With Activities From Record Pages

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Summary
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Open Activities - Task

A task can be closed out by clicking Cls on the Open Activities on the related list. This will automatically open the Task screen and default the status to Completed

  1. Assigned To will default to the logged in user, but can be modified by using the lookup for other users.
    1. It is also possible to assign multiple users
  2. Subject is a text field, but also contains a combo box that holds standard values
  3. Due Date will default to the original due date of the task
  4. Status If the Status is marked as Completedthe task will be closed out and move over to the activity histories section. If the Status is anything else besides Completed it will stay open
  5. Related To is a lookup to any object except Contacts. It is used if the task relates to a specific Listing, Property or any other object.
  6. Name is a lookup to the Contact.
  7. Comments allows for 32000 characters of text
  8. Save will save the task with any changes made
  9. Save & New Task will save the existing task and bring up a new Task screen.

 

Open Activities - Event

  1. Assigned To will default to the logged in user, but can be modified by using the Lookup for other users.
    1. It is also possible to assign multiple users
  2. Subject is a text field, but also contains a combo box that holds standard values
  3. Start Date and End Date are the start and end date of the event.
  4. Related To is a lookup to any object except Contacts. It is used if the event relates to a specific Listing, Property or any other object.
  5. Name is a lookup to the Contact.
  6. Description allows for 32000 characters of text.
  7. Save will save the task with any changes made
  8. Save & New Task will save the existing task and bring up a new Task screen.
  9. Add to Invitees allows users to send calendar invitations to contacts and internal users. By clicking Add to Invitees it will append the invitee at the bottom of the screen in the Select Invitee's section.

 
 
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